See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,431 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,253 | $57,096-29.5% | $94,224-57.3% | $55,191-27.1% |
| Participation rate | 84.5% | 75.7%+8.9pp | 78.8%+5.8pp | 69.2%+15.4pp |
| Annual return | 0.34% | 159.65%-159.3pp | 10.68%-10.3pp | 10.78%-10.4pp |
| Employer contribution / active EE | $1,806 | $1,708+5.7% | $3,587-49.7% | $1,899-4.9% |
| Participant deferral / active EE | $3,093 | $3,165-2.3% | $4,320-28.4% | $3,046+1.5% |
| Admin fee / account holder | $19 | $89-78.3% | $6,269-99.7% | $91-78.7% |